Forum Discussion

JoannaHD's avatar
JoannaHD
Experienced User
5 years ago
Solved

Running off list of FBT clients from MYOB AE (Accountants Enterprise)

Hello

We need to run off a report from MYOB AE showing all of our FBT clients.

 

I can see that we have a Yes/No drop down for FBT in the Extra tab but not sure how to run the report to extract out all clients for which we have selected Yes.

 

We want the headings of the report to be Client Code, Client Name, Contact Name, Email, Manager and FBT (Yes).

 

Any help would be much appreciated.

 

Kind regards

Joanna

  • Jacksen's avatar
    Jacksen
    5 years ago

    Hi Joanna,

     

    Check out the help guide, it should cover what you need to create a report with the headings you want. https://help.myob.com/wiki/x/wpU6Ag

    I think you will want to make it under Reports>Client>Client List 

     

    Just make sure under "Run Report Settings" you add "Yes" to the FBT filter before you run/save it.

     

    Hope this helps.

2 Replies

Sort By
Replies have been turned off for this discussion
  • Jacksen's avatar
    Jacksen
    Valued User
    5 years ago

    Hi Joanna,

     

    Check out the help guide, it should cover what you need to create a report with the headings you want. https://help.myob.com/wiki/x/wpU6Ag

    I think you will want to make it under Reports>Client>Client List 

     

    Just make sure under "Run Report Settings" you add "Yes" to the FBT filter before you run/save it.

     

    Hope this helps.